One of the parties does not want the name of the client released. Maybe it is Polariton maybe it’s Lightwave.
Regardless, a press release like you have written would undo this arrangement of an NDA wouldn’t it? So such a press release could not be done.
Why would they want this to remain under an NDA?
To me it’s simple. You want as many foundries as possible to be onside at the same time to avoid “pissing off” these very large corporations from threatening to move to another foundry so the game of secrecy MUST be played.
“We may guess at what may be true even if we do not know what is true”.